Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...
A close competition has seen AMP Financial Planning lose its long-held position as Australia’s largest individual licensee, according to Wealth Data....
State Street Global Advisors’ research reveals a notable rise in Australian investors’ awareness and satisfaction with model portfolios, highlighting benefits such as low...
National advice firm Viridian Advisory is encouraging school leavers to consider financial advice as a future career choice, having taken almost 20 individuals through it...
The Financial Services and Credit Panel has delivered a written reprimand to an adviser that it said failed to ensure their client understood their CGT liability....
Experienced quantitative researcher Warwick Schneller has taken up a new role, joining Scientific Beta as head of investment solutions, Australia and New Zealand....
AMP has appointed a national manager for strategic partnerships, with John Allmey making the move from Mercer Australia....
Bennelong Funds Management has announced new additions to its board following the retirement of chair Lincoln McMahon at the end of this year. ...
T. Rowe Price has promoted head of Australia and New Zealand consultant relations, Cassandra Crowe, to the equivalent APAC role. ...
First Sentier Investors has announced two key promotions in its leadership team, with a new global head of distribution and marketing and the newly created role of chief ...
First Sentier Investors has inked a new mandate with fund administration service Northern Trust, extending a 19-year relationship into the Australian market....
NRL legend and four-time premiership winner, Cooper Cronk, has signed on at Viola Private Wealth as a brand ambassador as the firm targets individuals with niche careers ...
Antipodes has successfully completed the acquisition of Maple-Brown Abbott first announced in July, with the group now managing over $20 billion in AUM....
GQG Partners has closed fundraising on its initial private markets fund, having raised $145 million....
Former BT sales executive, Sarah Hegarty, has taken up the role of senior director of wholesale distribution at HMC Capital....
The second tranche of DBFO reforms has received strong support from superannuation funds and insurers, with a new class of advisers aimed to support Australians with thei...
While all MySuper products successfully passed the latest performance test, trustee-directed products encountered difficulties....
As part of its executive leadership refresh, Insignia has appointed Dave Woodall as its chief executive for superannuation....
Analysis by Chant West of the annual performance of growth superannuation funds has uncovered which ones see the best performance....
Nominations and submissions have opened for this year’s Super Fund of the Year Awards for two individual categories....
Policy and advocacy specialist Benjamin Marshan has left the Council of Australian Life Insurers after less than a year, having joined in March from the Financial Plannin...
The declining volume of risk advisers meant KPMG has found a rising lapse rate for insurance policies arranged by independent financial advisers, particularly in the TPD ...
The Life Insurance Code of Practice has transferred from the Financial Services Council to the Council of Australian Life Insurers....
The firm has announced it will no longer be writing new life insurance policies in the retail advised and corporate group insurance channels, citing a declining market an...
ASIC has issued its first interim stop order on two life insurance products from ClearView Life for DDO failures....
Australian Ethical has reported its net profit after tax (NPAT) fell 15% to $9.6 million for the year ended 30 June, while its underlying profit after tax (UPAT) declined...
Insignia Financial has announced a 59% increase in its underlying net profit after tax (UNPAT) to $234.5 million in FY22....
Having completed their educational qualifications, those advisers who remain in the industry are reporting being “run off their feet” with new clients....
With October being Mental Health Month, it’s a good opportunity for people in the profession to look out for each other’s mental health....
The Administrative Appeals Tribunal has rejected an application by a former tax agent to stay a Tax Practitioners Board decision to terminate his registration with the ma...
Financial Services Minister Stephen Jones has shared further details on the second tranche of the Delivering Better Financial Outcomes reforms including modernising best ...
The Federal Court has found a company director guilty of operating unregistered managed investment schemes and carrying on a financial services business without holding a...
The Governance Institute has said ASIC’s governance arrangements are no longer “fit for purpose” in a time when financial markets are quickly innovating and cyber crime b...
Compliance professionals working in financial services are facing burnout risk as higher workloads, coupled with the ever-changing regulation, place notable strain on sta...
Treasurer Jim Chalmers has handed down his third budget, outlining the government’s macroeconomic forecasts and changes to superannuation....
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...